Rehmann Capital Advisory Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Rehmann Capital Advisory Group’s Portfolio JPC Stock Details JPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$11.5K	Buy	1,149 +125	+12%	+$1.24K	﹤0.01%	1008
2019 Q2	$10.1K	Hold	1,024	–	–	﹤0.01%	1343
2019 Q1	$9.76K	Hold	1,024	–	–	﹤0.01%	1338
2018 Q4	$8.54K	Hold	1,024	–	–	﹤0.01%	1101
2018 Q3	$9.49K	Hold	1,024	–	–	﹤0.01%	1379
2018 Q2	$9.55K	Sell	1,024 -2,610	-72%	-$25.6K	﹤0.01%	1356
2018 Q1	$36K	Buy	+3,634	New	+$35.9K	0.01%	875

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rehmann Capital Advisory Group's JPC Position: Q3 2019 in Review

Rehmann Capital Advisory Group increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 12% in Q3 2019, buying an estimated $1.24K and bringing the position to 1,149 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Rehmann Capital Advisory Group first reported a position in JPC in Q1 2018 and has held it in 7 quarters since. The position peaked at $36K in Q1 2018. 117 funds tracked by Wall St. Rank hold JPC as of Q3 2019.

Rehmann Capital Advisory Group held 1,149 shares of Nuveen Preferred & Income Opportunities Fund worth $11.5K as of Q3 2019.
Rehmann Capital Advisory Group bought 125 Nuveen Preferred & Income Opportunities Fund shares in Q3 2019, an estimated $1.24K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #1008 holding.
Rehmann Capital Advisory Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2018 and has held it in 7 quarters since.
Rehmann Capital Advisory Group's Nuveen Preferred & Income Opportunities Fund position peaked at $36K in Q1 2018.
117 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.